By ignoring the simplest fixes in your financial plan, you could be setting yourself up for a potential disaster. Don't wait until it's too late to make these changes.
Phone Number: 480-513-1830
Website: https://pelletoncapital.com/Show Notes:
1:16 - Charles Shares His Picks For March Madness On The Men’s And Women’s Sides
3:04 - The Risk Of Having Out Of Date Legal Documents
5:06 - Not Correcting Beneficiary Designations
7:35 - Avoiding Tax Problems Of The Future
11:00 - Not Having A Plan For Long-Term Care Expenses
14:27 - Getting To Know You: What Is The Luckiest Thing That Has Ever Happened To You?